$martWorks Storyboard Activity Management 3

Activity Management

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Activity Management

Welcome to the SmartWorks2.0 Training.

What Is Activity Management?

The Activity Management section of SmartWorks2.0 will help you manage your day to day activities. These could include setting appointments, making telephone calls, prospecting and or managing internal task.

By doing this you will be able to manage your days, weeks and months and ensure that you respond to your clients in a timely manner.

In addition you will be able to keep up with any task you would have assigned to other users in your office.

Two types of activities are available for use in the system. Task (To do’s) and Events (meetings).

Learner Objectives

After completing this training you will be able to:

• Utilize the system to schedule your activities .

• Utilize the system to. create new events

• Search for scheduled activities and events in the system.

• How to review your Calendar.

• Scheduling Task or Events for another user.

• Scheduling Reoccurring Activities.

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Activity Management

Difference between Task and Event• Events auto completes.

• Events or anything that has a specific start and stop time.

• Event stay on the reps calendar and clients’ record.

• Task do not auto complete.

• Do not have a specific start to end date. Just a do date.

• The rep has to manually set it as complete when it is complete.

Activity Management - Task





Activity Management - Event




Practice - Task


Practice - Event

Activity Management – Private Event


Activity Management - Calendar

Activity Management

• The benefits of Activity Management.

• To help you keep track of your days, weeks and months.

• Provide consistent and excellent service to your clients.

• How to utilize My Task and Calendar tool.

• Schedule a New Task and a New Event.

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Documents

$martWorks Storyboard Activity Management 3